Set up Email Tracking with Modern Authentication

This process will guide you through setting up the OnePlace Solutions Email Tracking Service for use with Exchange Online.

As we progress, you will need the following information:

  • An email address for a shared mailbox
  • Create a Exchange Distribution group
  • Your tenant ID
  • The Application (client ID)
  • The Client Secret

Creating a Shared Mailbox

The shared mailbox is what the Email Tracking Service periodically checks to know when emails have been saved to SharePoint.

  1. Open the Microsoft 365 Admin Center and on the left-hand navigation select Groups and Shared Mailboxes

  1. Select Add a shared mailbox

  2. You will be prompted a name and email address; this can be whatever you like

  3. Select Add and take note of the email address, this is the first thing you will need to note down

  4. Select View Details, or select the shared mailbox

  5. Set the value of Show in global address list to “Off”

Create the Exchange distribution group

  • Create an Exchange distribution group called OnePlaceSolutionsEmailTrackingUser

This is a list of people or group, who will have their mailbox updated with information from the Email Tracking Service. For example, Transferred to SharePoint category, SharePoint URL, and other MAPI columns from the custom plugin developed via the API (e.g. a Project No).

This must be created on Exchange Online

If required, please find a link to general Microsoft instructions on how to create an Exchange mailbox:

Getting the Tenant ID

  1. Go to https://aad.portal.azure.com/ and sign-in with your Office 365 credentials.
  2. Select Azure Active Directory in the left-hand navigation.
  3. If not already selected, select Overview from the left-navigation.
  4. Copy the Tenant ID value, this is the second piece of information you need.

Create an Application Registration & get Application ID

  1. Go to https://aad.portal.azure.com/ and sign-in with your Office 365 credentials.
  2. Under Manage, select App registrations.
  3. Select New Registration and complete the following properties
  • Name: OnePlace Solutions Email Tracking
  • Supported account types: Accounts in this organizational directory only (Dev Tenant only - Single tenant)
  • Redirect URI: Change the dropdown to Public client (mobile & desktop) and set the value to urn:ietf:wg:oauth:2.0:oob

  1. Select Register
  2. You'll be taken to the overview of the Application Registration; copy the Application (client) ID, this is the third piece of information you need.

Assigning  Permissions

  1. Under Manage, select API permissions and then Add a permission.

  2. On the Request API permissions page, select 'API's my organization uses'

  3. In the search box, search for 'Office' & select 'Office 365 Exchange Online'

  1. Select Application permissions and then select full_access_as_app. Click on Add permissions.

  1. Select Grant admin consent for org and accept the consent dialog

Getting the Client Secret

  1. Under Manage, select Certificates & Secrets
  2. Select New client secret, enter a short description and select an expiry period

  1. Select Add
  2. Copy down the Value, this is the last piece of information you need

When the secret expires, you will need to generate a new one for the service to work

Next: Configure Email Tracking Service